SWP
EMD

Strategic Wealth Partners’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Strategic Wealth Partners’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13K Hold
291
– – ﹤0.01% 1140
2026
Q1 		$2.86K Hold
291
– – ﹤0.01% 1128
2025
Q4 		$3.09K Hold
291
– – ﹤0.01% 1139
2025
Q3 		$3K Buy
+291
New +$2.98K ﹤0.01% 1118

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Wealth Partners's EMD Position: Q2 2026 in Review

Strategic Wealth Partners held its Western Asset Emerging Markets Debt Fund (EMD) position steady in Q2 2026 at 291 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Strategic Wealth Partners first reported a position in EMD in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold EMD as of Q2 2026.

  • Strategic Wealth Partners held 291 shares of Western Asset Emerging Markets Debt Fund worth $3.13K as of Q2 2026.
  • Strategic Wealth Partners left its Western Asset Emerging Markets Debt Fund share count unchanged in Q2 2026.
  • Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1140 holding.
  • Strategic Wealth Partners first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.